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Twin Peaks Wealth Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio EFAX Stock Details EFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.7K Buy
+296
New +$15.4K ﹤0.01% 846
2025
Q3 		– Sell
-296
Closed -$14.3K – 713
2025
Q2 		$14.3K Buy
+296
New +$13.3K ﹤0.01% 749

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Twin Peaks Wealth Advisors's EFAX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q1 2026: 296 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EFAX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EFAX in Q2 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 296 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $14.7K as of Q1 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #846 holding.
  • Twin Peaks Wealth Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.